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Showing 851 - 860 of 16380 results for "Client"

Payton Capital rebrands post-acquisition

MATTHEW WAI  |  WEDNESDAY, 2 JUL 2025
Payton Capital has received a brand makeover following the acquisition by ASX-listed alternative asset manager HMC Capital in July 2024. Payton Capital is officially named as HMC Private Credit, in a move to bring the private credit brand in line with ...

Metrics managing partner departs

ELIZA BAVIN  |  WEDNESDAY, 2 JUL 2025
Metrics Credit Partners has announced that managing partner Graham McNamara has advised the board of his intention to retire, effective 31 March 2026. Metrics said McNamara's retirement forms part of a "carefully managed" leadership transition plan. ...

Escala unveils new leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... foundation for our continued growth and evolution, through which we will deliver expansive solutions and a differentiated client experience through a unified and integrated global organisation." Danysh said the firm hopes to expand its presence in Australia ...

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... account provider Evidentia Group has lifted the lid on its inaugural executive leadership lineup, spanning investments, client solutions and operations functions. This move marks the organisation's formal debut in its redefined form, which Evidentia ...

State Street Global Advisors rebrands

ELIZA BAVIN  |  TUESDAY, 1 JUL 2025
State Street Global Advisors has announced its new brand name: State Street Investment Management. SSIM said the rebranding highlights the firm's focus on growth and engagement with clients and partners, and its commitment to product innovation ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... create opportunities for advisers who don't fully outsource investment selection to step into model portfolios for the client and adviser benefits.

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth. Viridian chair James Joughin said: "By combining the strengths of both companies, the Viridian board anticipates ...

ClearView welcomes underwriting head

MATTHEW WAI  |  MONDAY, 30 JUN 2025
ClearView has hired from NobleOak to fill the position of head of underwriting. The life insurer also rolled out a slew of underwriting updates across its medical requirements and trauma definitions. Peter Tilocca has joined as the new head of underwriting ...

Bombora Advice appoints new chair, managing director

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
... operational efficiency, capitalising on growth opportunities in the life insurance sector and improving both adviser and client experiences," he said.

Brite Advisors auditor admits failures, surrenders registration

ANDREW MCKEAN  |  FRIDAY, 27 JUN 2025
... Advisors entered court-ordered liquidation in February last year after the regulator discovered a significant shortfall in client assets.